About Suralink

Suralink is an audit management solution, which helps accounting firms streamline processes related to Provided by Client (PBC) lists, document transfer, progress tracking, approvals and more. Professionals can create custom subdomains using corporate names and logos to establish brand identity with clients.

Suralink allows certified public accountants (CPAs) to add files to PBC lists using a drag-and-drop interface and access customers' requests on a centralized platform. The solution secures data transfer using secure socket layer (SSL) and advanced encryption standard (AES) 256-bit encryption capabilities. Additionally, managers or partners can track document gathering processes on a dashboard, maintain an audit trail of actions taken on PBC lists and rece...


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Supported Operating System(s):

Web browser (OS agnostic)

388 Reviews of Suralink

Average User Ratings

Overall

4.72 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(294)

294

4 stars

(81)

81

3 stars

(13)

13

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 388 results

October 2020

Mike from Holtzman Partners

Verified Reviewer

Company Size: 51-200 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2020

Suralink Enhances and Simplifies Audit Evidence Collection Process

Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.

Pros

Gone are the days of having a DRL or PBC that you manage in an Excel spreadsheet over e-mail or in a Dropbox, Box, or Sharepoint. Suralink does it for you with individual line items for each request, easy drag & drop to upload files, easily download all or just new files, track status, assign owners to requests, make requests private, and more. Can be used for any audit or advisory project where you need evidence from the client. Pay per firm user. Storage is unlimited, client engagements are unlimited.

Cons

Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.

Reasons for Choosing Suralink

Suralink was the best solution for managing an audit engagement's evidence collection process. It's specifically designed for this.

Response from Suralink

Replied October 2020

Thanks for such a great review, Mike! We're glad you're finding value from Suralink. We're also happy to discuss new feature requests anytime. If there's ever anything we can do, please don't hesitate to reach out!

February 2020

Michael from Baldwin CPAs, PLLC

Company Size: 51-200 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Best PBC Request/File Share Site I Have Used

Exceptional. I've used a few different PBC request/file share sites and none of them have come close

Pros

Very simple to use, the client view is just like the audit team view so I can walk them through the site, easy to upload, has almost every feature we were looking for, and they are constantly upgrading based on my feedback

Cons

No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually

Reasons for Choosing Suralink

Much more suitable for an audit engagement, easier to use

Reasons for Switching to Suralink

Suralink had everything we were looking for. Internal softwares were clunky and no one knew how to use them

January 2021

Angela from Tanner LLC

Company Size: 51-200 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

January 2021

By FAR one of my favorite accounting tools

Pros

What is NOT to love about Suralink? It makes it incredibly simple to have my clients upload documents that we need, and that the whole team can access the documents in one place, instead of CCing each other on group emails, or forwarding audit support. It also is very helpful in that it tracks who uploaded specific documents and when, as that has helped our team more than once prove that something a client was saying was incorrect, and we had actual evidence to support it. Thank you Suralink team!

Cons

Our firm had an issue with the way Suralink was rolling the documents from year to year, which caused hours of headache once I'd discovered it. We have thankfully since resolved the issue.

February 2020

Dominick from Wiss and Company, LLC

Company Size: 201-500 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Functionality

2.0

February 2020

Suralink: Wiss/WEST Growth

Pros

It works. I do not have experience with other software's so not certain how to compare. It would be great if it could integrate with iChannel

Cons

I work for WEST Growth, LLC which is a subsidiary of Wiss and Company, LLP. I do not have any other experience with secure portal except for Suralink so I am not sure how useful my opinion is, however, I have several clients who complain about the UI. Basically, it is not very straightforward/learning curve involved.

February 2020

Bryce from Cropper Accountancy Corporation

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Efficiency and Clarity

I am all in on this app. My clients are appreciating it too. Efficiency on our side and theirs is up.

Pros

I really like the ability to go in, as an audit manager, and get an idea of the status of the audit is. I can see how responsive the client is. I can see how responsive staff is being. This allows me to focus on my attention on the clients that are being responsive. This is very important during busy season. I am constantly in Suralink during busy season, even if staff is doing the interacting with the client. I am also quickly finding the power of the status reports that are sent out to the client and I am beginning to only send communication to the client through the status report function rather than email from Outlook.

Cons

The process of switching from one engagement to another takes one or two steps more than I would like. Maybe having a tool/navigation bar on the side could help.

Reasons for Switching to Suralink

Request list capability. Ease of use. Ability to communicate with client through Suralink.